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iShares Broad USD Investment Grade Corporate Bond ETF

292 hedge funds and large institutions have $4.68B invested in iShares Broad USD Investment Grade Corporate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 106 increasing their positions, 75 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 23

41% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 75

12% more funds holding

Funds holding: 260292 (+32)

1% more capital invested

Capital invested by funds: $4.65B → $4.68B (+$37.6M)

1.2% less ownership

Funds ownership: 70.58%69.38% (-1.2%)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
292
Holders Change
+32
Holders Change %
+12.31%
% of All Funds
4.49%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
56
Increased
106
Reduced
75
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
101
Baird Financial Group
Wisconsin
$1.58M -$52.4K -873 -3%
PIMG
102
Patriot Investment Management Group
Tennessee
$1.48M +$69.9K +1,165 +5%
AI
103
Atria Investments
North Carolina
$1.46M +$128K +2,127 +10%
AL
104
ADE LLC
Maryland
$1.3M +$32.9K +548 +3%
RT
105
Rockland Trust
Massachusetts
$1.26M +$33.8K +563 +3%
WA
106
Wealthstar Advisors
Texas
$1.21M -$14.5K -242 -1%
LSA
107
Lion Street Advisors
Texas
$1.2M
PA
108
PFG Advisors
Arizona
$1.19M +$164K +2,728 +16%
NL
109
NWAM LLC
Washington
$1.15M +$384K +6,394 +50%
MWM
110
Maripau Wealth Management
Indiana
$1.15M +$1.22M +20,298 New
CCFCSB
111
Cape Cod Five Cents Savings Bank
Massachusetts
$1.09M +$776K +12,942 +243%
ACM
112
AlphaStar Capital Management
North Carolina
$1.08M -$786K -13,099 -41%
LWM
113
Lyell Wealth Management
California
$1.07M +$263K +4,380 +32%
PFG
114
Peterson Financial Group
Iowa
$1.07M +$1.08M +17,979 New
5L
115
55I LLC
Massachusetts
$1.05M +$338K +5,637 +47%
William Blair & Company
116
William Blair & Company
Illinois
$1.05M -$116K -1,934 -10%
KAS
117
Kestra Advisory Services
Texas
$1.05M +$34.9K +582 +3%
AWM
118
Alterna Wealth Management
Texas
$1.03M +$1.04M +17,274 New
Carson Wealth (CWM LLC)
119
Carson Wealth (CWM LLC)
Nebraska
$1.03M +$1.03M +17,244 New
KPWS
120
Kestra Private Wealth Services
Texas
$918K -$77.4K -1,291 -8%
PNC Financial Services Group
121
PNC Financial Services Group
Pennsylvania
$907K -$324K -5,405 -26%
IWC
122
Integrated Wealth Concepts
Massachusetts
$903K -$13K -216 -1%
Barclays
123
Barclays
United Kingdom
$837K -$2.3M -38,392 -73%
PAS
124
Park Avenue Securities
New York
$811K +$340K +5,664 +72%
ASN
125
Advisory Services Network
Georgia
$769K +$132K +2,205 +21%

USIG Hedge Fund Activity: Q4 2021 in Review

292 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Broad USD Investment Grade Corporate Bond ETF (USIG) for Q4 2021, worth a combined $4.68B — up 0.81% from $4.65B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new USIG positions and 23 closed out — a net gain of 33 holders — while 106 added to existing stakes and 75 trimmed.

The largest buyer was Bank of America, adding an estimated $61.6M. The largest seller was AssetMark Inc, cutting an estimated $83.3M.

  • 292 institutional investors held iShares Broad USD Investment Grade Corporate Bond ETF (USIG) as of Q4 2021, up from 260 in Q3 2021.
  • Funds reported $4.68B of iShares Broad USD Investment Grade Corporate Bond ETF stock for Q4 2021, up 0.81% quarter-over-quarter.
  • 56 funds opened new iShares Broad USD Investment Grade Corporate Bond ETF positions in Q4 2021 and 23 closed out, a net change of +33 holders.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF buyer in Q4 2021 was Bank of America, an estimated $61.6M added.
  • The largest iShares Broad USD Investment Grade Corporate Bond ETF seller in Q4 2021 was AssetMark Inc, an estimated $83.3M sold.

Based on aggregated 13F filings for Q4 2021.